Wealthpoint, LLC Pimco ETF Tr 1 5 Yr High Yield Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	$97.73 - $99.18 $220,674 - $223,948	-2,258 Closed	0 $0
Q4 2020 Feb 08, 2021	BUY	$93.49 - $98.3 $9,068 - $9,535	97 Added 4.49%	2,258 $222,000
Q3 2020 Nov 09, 2020	BUY	$91.08 - $94.89 $196,823 - $205,057	2,161 New	2,161 $203,000
Q4 2019 Jan 31, 2020	SELL	$98.2 - $100.09 $228,707 - $233,109	-2,329 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$99.68 - $100.39 $26,913 - $27,105	270 Added 13.11%	2,329 $232,000
Q2 2019 Aug 08, 2019	SELL	N/A	-1,065 Reduced 34.09%	2,059 $207,000
Q1 2019 May 16, 2019	BUY	N/A	1,492 Added 91.42%	3,124 $313,000
Q4 2018 Feb 15, 2019	BUY	N/A	1,632 New	1,632 $155,000

Others Institutions Holding HYS

# of Institutions

251

Shares Held

9.14M

Call Options Held

0

Put Options Held

0

About PIMCO ETF TR 1-5 YR HIGH YIELD

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